Ongoing access
for business owners.
Complex individual tax
support and planning.
New relationships are based
on fit and availability.
Connected payroll support
for business owners.
Business advisory, tax, payroll coordination, and private client tax services for clients who value experienced judgment and a long-term relationship.
BAK works with a limited number of business owners, individuals, and families whose financial and tax situations require more than volume-based tax preparation or basic compliance support.
We do not believe every client needs the same service model. Some business owners need reliable access to experienced advisors throughout the year. Some individuals and families need senior-level tax planning and preparation because their tax situation has become too complex for basic tax preparation.
Our goal is to match each client with the right level of service, the right expectations, and the right capacity. That means we are selective about new relationships and intentional about the clients we accept.
Business Private ClientFor business owners who want access to experienced business, tax, payroll coordination, and financial judgment throughout the year.
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Private Tax ClientsFor individuals and families with complex tax situations who need experienced judgment, year-round planning, and careful annual tax preparation.
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Payroll ServicesPayroll services are available through our affiliated payroll service company under common ownership with BAK CPAs & Advisors.
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BAK’s most experienced providers support both ongoing Business Private Client relationships and complex private tax work. Because that senior capacity is limited, we intentionally limit the number of relationships and seasonal tax engagements we accept.
This allows our team to remain responsive, protect quality, and give important business and tax decisions the attention they deserve.
BAK accepts new clients based on fit, complexity, timing, expectations, and available capacity. Submitting a request does not guarantee acceptance as a client or availability for the current filing season.
